Case Study: Non-bank lender providing growth funding to Australian businesses transforms customer experience and boosts processing efficiency with Cludo's Salesforce solution

A Cludo Case Study

Preview of the Non-Bank Lender Providing Company Case Study

Cludo Transforms Customer Experience And COVID-19 Response Using Salesforce

Cludo worked with Non-Bank Lender Providing Company, an Australian non‑bank lender offering growth funding to business owners, to address inefficient loan origination, slow underwriting and the need for a rapid COVID‑19 response. Cludo advised on “the art of the possible with Salesforce” and proposed using Salesforce Sales and Service Clouds and Salesforce Marketing Cloud to streamline applications and customer communications.

Cludo implemented a streamlined loan origination solution using Salesforce Sales and Service Clouds and Marketing Cloud for acquisition and nurturing, then extended the platform to handle at‑scale delinquency and hardship cases for the COVID‑19 crisis. The solution delivered measurable impact: 3 hours saved per underwriter per day, a 38% increase in application processing without added headcount, and a rapid COVID‑19 response built in 5 days, while transforming customer experience and operational efficiency.


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